Practice Management

Practice Management focuses on how to successfully and profitably run an advisory practice, including topics like client services, financial reporting, capital investments, hiring and managing people and integrating vendor partners, as well as the nuts and bolts of the business, like insurance and risk management. The Portal Conductor for Practice Management is Steff Chalk.

What’s Your Retirement IQ?

A new survey seeks to gauge how much American workers know about several key retirement questions, and while it’s not really a gauge of financial literacy, it could provide an interesting opening to discuss the subject with a participant, group of participants – or even a plan sponsor.   Read More

HSA Due Diligence: What to Look For

While there have been various interpretations as to how the new rules would impact the fiduciary status of employers and advisers as it pertains to health savings accounts (HSAs), the prudent approach for employers and advisers alike is to proceed as if they are indeed fiduciaries to their HSA plans.   Read More